Kodiak Investment Management
Balance Integrity Wisdom Trust Discipline
Welcome
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We are a full service registered representative and investment advisor representative for the securities
industry. We assist individuals, businesses and charities, regardless of size, in reaching their financial goals.
We are located in Aitkin, Minnesota, in the heart of the lake country of north central Minnesota.
industry. We assist individuals, businesses and charities, regardless of size, in reaching their financial goals.
We are located in Aitkin, Minnesota, in the heart of the lake country of north central Minnesota.
Balance – it’s what matters most, both when managing your financial gifts, as well as in life. We can help
balance your current desires with your future desires, your desire to leave a legacy with your current life
style, and your responsibilities toward your family and loved ones with your social, philanthropic, and other
outside obligations.
balance your current desires with your future desires, your desire to leave a legacy with your current life
style, and your responsibilities toward your family and loved ones with your social, philanthropic, and other
outside obligations.
Kodiak was founded on this principle as well as the core values of integrity and trust. Fair and upfront
dealings regarding fees, costs, investment vehicles, philosophy, market conditions, and service, are
fundamental expectations and form the basis for our relationships with our clients.
dealings regarding fees, costs, investment vehicles, philosophy, market conditions, and service, are
fundamental expectations and form the basis for our relationships with our clients.
We believe that, among other things, your life experience and situation is unique and deserves an
individual and unique approach. We strive to consider all aspects of your life, your philosophy for living, and
your desires regarding your legacy.
individual and unique approach. We strive to consider all aspects of your life, your philosophy for living, and
your desires regarding your legacy.
We are your point person. Whatever title you use, since we have daily contact with your portfolio and are
aware of your total financial picture, we are in the best position to spot gaps in your financial life, find
solutions, and work with your circle of professionals to keep you on track.
aware of your total financial picture, we are in the best position to spot gaps in your financial life, find
solutions, and work with your circle of professionals to keep you on track.
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| Securities offered through NEXT Financial Group, Inc. (NEXT), member FINRA, SIPC, a registered Investment Advisor. Kodiak Investment Management is not an affiliate of Next Financial Group. Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation. Kodiak Investment Management, 16 2nd St NE Aitkin, MN, 56431 Phone: 218-927-1800, Fax: 218-927-1803. To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com. www.SIPC.org www.finra.org |
©2007 Kodiak Investment Management All Rights Reserved